Sard Wealth Management Group

Sard Wealth Management Group

Sard Wealth Management Group opened in 1992 as a generalist financial-services practice focused on corporate benefits and retirement plans. Jonathan Sard, a Certified Financial Planner™ professional, still leads the firm, which has since concentrated on holistic wealth management for pre-retirees, retirees, independent women, and professionals. The firm is structured as a Registered Investment Advisor and accepts new relationships almost exclusively through client referrals, capping annual intake to protect service intensity. Sard runs both discretionary and non-discretionary advisory accounts and explicitly extends its recommendations beyond portfolio construction into estate, tax, and lifetime cash-flow planning. The practice does not publish a product menu of distinct fund vehicles or co-investment programs; engagement begins with a broad financial diagnostic rather than a single asset-class mandate. Its client base spans individuals, high-net-worth households, trusts, estates, businesses, and retirement plans, all served from a single office northeast of Buckhead in Atlanta. Staffing and asset figures are not publicly disclosed. The firm’s website confirms it remains a boutique, accepting only a limited number of new clients each year and growing organically through referrals. No philanthropic foundation, alternative-vehicle family, or co-investor network is marketed under the Sard name. Sard’s structure differs from most wealth managers in its deliberate refusal to scale: new-client intake is rationed by service bandwidth, not AUM targets. The firm is built around a single lead advisor, which concentrates both fiduciary accountability and relationship continuity in one named principal — an architecture closer to a professional-services partnership than to the multi-office, multi-advisor platforms common among larger RIAs.